About the Author

Alvina H. Lo

Chief Wealth Strategist

As part of the Wilmington Trust Emerald Family Office & Advisory team, Alvina is responsible for wealth planning, family office services, and thought leadership development for Wilmington Trust’s Wealth Management division. She oversees a national team of wealth strategists, family office services professionals, and thought leadership experts, who together, serve as advisors to high-net-worth individuals and families, business owners, entrepreneurs, and foundations.

Prior to joining Wilmington Trust, Alvina was a director at Citi Private Bank where she served as an advisor to U.S. and international ultra-high-net-worth clients. Previous to that, she served as a wealth strategist with Credit Suisse Private Wealth and practiced law at Milbank Tweed Hadley & McCloy, LLP. Earlier in her career, she was a consultant for Deloitte Consulting and Scient Corporation.

Alvina holds a bachelor’s degree in civil engineering from the University of Virginia where she was a Thomas Jefferson Scholar. She received her JD from the University of Pennsylvania, where she was a member of the Law Review and Order of the Coif. She also holds a Professional Tax Certificate in Estate Planning from New York University School of Law.

Alvina has been named as a recipient of the 2021 Outstanding 50 Asian Americans in Business Award by the Asian American Business Development Center. She also has been recognized by Crain’s New York Business as one of their Most Notable Women in Financial Advice in 2020. The honor recognizes leading women executives in New York City for their dedication to excellence in the financial industry and significant professional, civic, and philanthropic contributions. In addition, she was recognized as one of Worth’s Groundbreakers 2020: 50 Women Changing the World.

She is a published author and frequent lecturer at leading industry conferences for the American Bankers Association, American Bar Association, Delaware Trust Conference, Hawaii Tax Institute, and Barron’s Top Women Advisors Summit. She has been quoted in the New York Times, Wall Street Journal, Barron’s, Bloomberg, and Business Insider. She is also a member of the Society of Trust and Estate Practitioners (STEP) and Women In America, a professional mentoring group. She is active with the American Bankers Association as a Board member for Wealth Management and Trust and lecturer of the Trust School. She is currently Chair of the New York City Walentas Scholars Program for the University of Virginia. Alvina is bilingual and speaks fluent Chinese-Cantonese and basic Chinese-Mandarin.


By the Author

Videos: Tax Considerations for Private Foundations and Charitable Trusts

Brian Oard and Alvina H. Lo |
Wealth Planning
Doug M Alvina Brian 2018 Hawaii 2.png

Wilmington Trust’s Brian Oard and Alvina Lo sat down with Doug Mancino, a Partner with Seyfarth Shaw, at the 2018 Hawaii Tax Institute Conference to discuss the factors families should consider when establishing private foundations and preserving their charitable legacy.Issues Facing Private FoundationsCharitable LegacyPlease see important disclosures at the end of each video.

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Videos: Cyber and Personal Security and the Costliest Mistakes in Risk Management

Brian Oard and Alvina H. Lo |
Wealth Planning
Beeton Bollenbacher Hawaii 2018.png

Wilmington Trust’s Brian Oard and Alvina Lo discussed a number of timely risk management topics at the 2018 Hawaii Tax Institute Conference. Watch their conversations with two risk and insurance experts and a former FBI agent and founder of an international risk mitigation firm.Cyber and Personal SecurityPatrick Conley, a former FBI special agent and founder and CEO of Franklin Global, Inc.

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Videos: Wealth Transition & Legacy Planning Strategies

and Alvina H. Lo |
Wealth Planning
Brian Alvina Hawaii 2018.png

Wilmington Trust’s Alvina Lo, Brian Oard and Adam Bakhash  discussed a variety of wealth transition and legacy planning topics with tax and estate planning lawyers, risk and insurance professionals, and a financial education expert at the 2018 Hawaii Tax Institute Conference.Hear their insights on electronic wills, spousal lifetime access trusts, financial literacy, estates and trusts, gifting, and more.

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Videos: Succession Planning for Business Owners

Brian Oard and Alvina H. Lo |
My Business
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Wilmington Trust’s Alvina Lo and Brian Oard check in with tax and estate planning lawyers at the 2018 Hawaii Tax Institute Conference to discuss tax planning considerations for business owners.Closely Held BusinessesKeith Schiller, Founder and Owner of the Schiller Law Group, discusses the obstacles clients face when implementing a succession plan for a closely held business.

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Video: Estate and Tax Benefits of a ‘Basis Swap’

Brian Oard and Alvina H. Lo |
Wealth Planning

Andy Katzenstein, a partner in the Private Client Services Department at Proskauer Rose LLP, joined Wilmington Trust’s Alvina Lo and Brian Oard at the 2018 Hawaii Tax Institute Conference to explain the process of entering into a basis swap and the opportunities this exchange can create for estate and income tax benefits.Please see important disclosures at the end of the video.

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